That works out to more than 18 million barrels of oil and petroleum products every day, making up over 37% of our overall energy consumption...

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Try to imagine the kind of growth that stands to be seen when the oil industry hands over its share of the transportation sector...

Ground Floor Investments

Things haven't been great for natural gas drillers lately, to the extent that many have been switching their production mix from dry gas to liquids — something that's worth a second look in itself, particularly liquids-rich shale plays like the Bakken and Eagle Ford.

Earlier this week, I told you one of my colleagues recently hit pay dirt with three stocks ready to take advantage of the transition from gasoline to natural gas.

When people like T. Boone Pickens are able to fill up their tanks for $1 a gallon, it's only a matter of time before the rest of the country catches on. As I wrote on Monday, perhaps that's already under way.

These pick-and-shovel plays are laying the foundation for a natural gas takeover in the transportation sector.

These are the companies building the critical infrastructure needed to make the switch.

Of course, it won't all happen overnight... but the potential to jump on board during these early stages is just too good to pass up.

Next week, we'll take a closer look at how the shale gas boom got started — and more importantly, where it's headed.

A true insider in the energy markets, Keith is one of few financial reporters to have visited the Alberta oil sands. His research has helped thousands of investors capitalize from the rapidly changing face of energy. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital as well as Investment Director of Angel Publishing's Energy Investor. For years, Keith has been providing in-depth coverage of the Bakken, the Haynesville Shale, and the Marcellus natural gas formations — all ahead of the mainstream media. For more on Keith, go to his editor's page.

Energy demand will increase 58% over the next 25 years.

Trillions will be spent to secure the world's energy supply over the next two decades... and all sources are on the table.

Oil, Natural Gas, Solar, Wind. There will be money made.

Follow the money trail. Sign up for Energy and Capital now--It's free.

I hope you remember what the discovery of the oil sands did for Alberta... and for a tiny company called Suncor. Because it's about to happen again.

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